Tax Reporting Issues for Bonds Investment Income 1 Credit
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Investment tax planning for bonds involves incorporating the purchase or sale of bonds into your ordinary income strategy, your capital gains strategy, and your retirement planning strategy.
When building a diversified investment portfolio, you need to understand the tax ramifications of your various investment vehicles to keep your tax liability to a minimum. All bonds are not taxed in the same way. Most but not all investment income is subject to preferential tax treatment when the income is realized.
Key Topics Covered:
Join this CE Tax webinar to examine the taxation rules for recognizing income from various investments, including annuities, corporate and municipal bonds, and original issue discount bonds.
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Dr. Curatola is the Joseph F. Ford Professor of Accounting at Drexel University in Philadelphia. He is the Tax Column Editor for Strategic Finance since 1992. He has served as the editor of the Journal of Legal Tax Research and currently serves on the editorial review board of several journals, and has held a variety of leadership positions, including current national service with the Institute of Management Accountants. He has published over 250 articles in journals including Journal of Financial Services Professionals, Journal of the American Taxation Association, Journal of Forensic & Investigative Accounting, Oil, Gas, & Energy Quarterly, and Tax Notes to name a few. Dr. Curatola was a co-editor on IRA Answer Book by Wolters Kluwer and author of the EA Review course for Surgent Publishers. Dr. Curatola externally funded research findings have appeared in media such as Forbes Magazine, The Washington Post, The Wall Street Journal, The New York Times, and other media outlets.
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We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
RY
Really good job. Although I'm fairly familiar with the content, it may have been confusing to many. I'm not sure I saw or heard the word "election" in the materials or presentation. As related to this topic, elections can be material to reporting.
MS
Excellent review in handling accounting for income on Bond investments. The presenter was very interesting and handout material is very useful in explaining how to handle various models of purchases.
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